See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,660 | $107,334-15.5% | $92,893-2.4% | $152,861-40.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 656.09% | 145.58%+510.5pp | 109.41%+546.7pp | 345.32%+310.8pp |
| Employer contribution / active EE | $11,926 | $4,221+182.5% | $3,653+226.5% | $4,762+150.4% |
| Participant deferral / active EE | $12,533 | $4,845+158.7% | $4,236+195.9% | $5,850+114.2% |
| Admin fee / account holder | $401 | $7,079-94.3% | $5,794-93.1% | $11,596-96.5% |